Recently, fluctuations in the technology sector have increased significantly, and well-known private equity investors have spoken out intensively. The reporter learned that recently, Ge Weidong, the head of Chaos Investment and a well-known investor, wrote in his circle of friends: “I believe it's not over. Whoever stops will be hit by the downgrade in the future! The top AI talents in Silicon Valley and China know this best.” According to reports, Ge Weidong also quoted an article explaining the logic of the AI industry and wrote, “Major participants in the industry chain still believe that larger training scales, more frequent model iterations, and continuous R&D investment are still of revolutionary value.” Dan Bin, the head of Oriental Harbor, believes that Hynix has become one of the companies that mark this round of AI. “At the current pace of adjustment, the short-term direction is likely to soon be clear. Of course, on a long-term basis, only enterprises with continuous optimization of the supply and demand pattern and steady improvement in profitability can have a chance to go through a round cycle.” In fact, not only Ge Weidong and Dan Bin, but many private equity firms maintain optimistic expectations about medium- to long-term trends and investment opportunities in the AI industry.

Recently, fluctuations in the technology sector have increased significantly, and well-known private equity investors have spoken out intensively. The reporter learned that recently, Ge Weidong, the head of Chaos Investment and a well-known investor, wrote in his circle of friends: “I believe it's not over. Whoever stops will be hit by the downgrade in the future! The top AI talents in Silicon Valley and China know this best.” According to reports, Ge Weidong also quoted an article explaining the logic of the AI industry and wrote, “Major participants in the industry chain still believe that larger training scales, more frequent model iterations, and continuous R&D investment are still of revolutionary value.” Dan Bin, the head of Oriental Harbor, believes that Hynix has become one of the companies that mark this round of AI. “At the current pace of adjustment, the short-term direction is likely to soon be clear. Of course, on a long-term basis, only enterprises with continuous optimization of the supply and demand pattern and steady improvement in profitability can have a chance to go through a round cycle.” In fact, not only Ge Weidong and Dan Bin, but many private equity firms maintain optimistic expectations about medium- to long-term trends and investment opportunities in the AI industry.